In the News

Title

What is a safety-first retirement plan?

Document Type

Article

Publication Date

10-17-2016

Abstract

As the name implies, this type of retirement plan involves establishing the number-one priority to make absolutely certain that basic, essential needs will be covered in any market environment. We enjoy telling our clients, “Whether the market goes up, down, or sideways you will be OK.” Our clients find great comfort with this approach.